Life insurance for small business owners can be a contentious topic. How much do I really need and do I need it all are common questions. In this blog, we cover how to find the right amount of life insurance to protect your family.

Solar Investment Tax Credits are in focus after the Inflation Reduction Act of 2022. This blog will cover what they are, how they work, and how you can invest in projects that qualify.

Beneficial Ownership Reporting is a reporting requirement going live in 2024 that affects most business owners in the US. This blog will go over the basics of what you need to know about the law and how it may affect you.

Too often, tax planning focuses on how you can save taxes this year rather than looking at how you can pay the least amount in taxes over your lifetime. This blog covers how this can affect your entire financial life and how lifetime tax planning is the way to go.

Starting a business can be daunting. This blog creates a short guide to creating a business in Georgia. This step-by-step guide is meant to be informative and easy to understand.

This blog will cover the Top 3 Small Business Tax Mistakes that we see. Unfortunately, these are things we have seen in real life and this blog will go over what they are and most importantly how to fix them!

Liability Driven Investing may sound academic and complex, but in practice it’s extremely straightforward. At its core, Liability Driven Investing means that you invest money that you will need in 3-5 years differently than money that you will need in 20 years.

Keeping your finances in order is one of the most important aspects of any business venture. A clear understanding of your budget, factoring in potential costs, can help you plan for the upcoming year with confidence. This, in turn, can ensure that you stay on track to reach your financial goals.

As an entrepreneur, managing your income taxes can be one of the most stressful tasks on your to-do list. Filing for a small business can get complex fast, so being unfamiliar with the overall process can add hours of frustration and stress to your life.

For small business owners, keeping taxes to a minimum is essential for long-term success. With the right strategies, an entrepreneur can build the potential to save thousands of dollars (or more) each year, meaning you get to take home more of what you’ve earned.

Most tax strategies are best as part of a proactive tax plan. Sometimes though, life gets the better of us, we look up in January, and we realize that we’re going to owe a considerable amount in taxes.

Most business owners know that tax planning is a year-round activity. Nevertheless, too many cost themselves money by putting off most of their strategizing until the last minute. If you're one of those people, right now is the wiser time to start thinking about your 2023 taxes.

As a professional service owner, your time is your most valuable asset. More directly, the income you earn by trading it for money is what makes the journey to your financial goals possible. FYI, you can save as much as you want for those goals. However, if that income isn’t protected, you’re at risk.

As an entrepreneur, you probably have a lot on your plate. Juggling the demands of running a business and planning for your future can be tricky, but it's extremely important to make time for both. A solid financial plan can help you achieve your long-term goals while staying on track with your day-to-day operations.

No matter who you selected on a federal election ballot this month, Atlanta entrepreneurs have an equally important choice to make closer to home: Who are you going to partner with for your wealth management?

Thanksgiving is a time to reflect on what we are thankful for—and a well-planned retirement should be one of the top things on everyone’s list. After all, having a solid plan in place is one of the best ways to help ensure that you have a comfortable future.

Tax Day is stressful, but it doesn't have to be. The earlier you start planning your tax return, the more money you can potentially save. In fact, it's been estimated that those who start their tax planning in January can save up to $2,000—even if they don't use a professional service.

An essential part of any financial plan is a tax strategy to help maximize your saving power throughout your lifetime. As a business owner, you have multiple opportunities to keep more of your money in your pocket—if you plan proactively for your taxes.

It’s never fun when the market takes a dive. For many investors, it can be downright scary. However, while it's true that some people may have less money at this point in time than they expected (or hoped), there are ways to mitigate the effects of a drop.

Finding the right wealth manager can make all the difference in your financial planning, which can help you achieve your goals. In fact, a good financial advisor can help you keep your savings, assets, and expenses in order.

If you’re a small business owner, you know how much work it can be to keep your business running smoothly: on top of that, you need to keep track of finances, plan for retirement, and manage investments. At the end of the day, finding the time or energy to tackle these things yourself can be tough.

The tax code is an unwieldy beast that isn’t fun to tangle with. Lucky for us, we got our latest addition to the code in August. This means we get to parse through it to find opportunities for planning. After all, an integral part of tax planning is being PROACTIVE.

It seems like there’s always something happening these days! Last week, the news was the Inflation Reduction Act (more to come on that soon) and its student loan forgiveness this week.

The 2020 pandemic has been tough on businesses. We've had to deal with shortages of everything from food to toilet paper. But one thing that's not in short supply is the Employee Retention Tax Credit (ERTC or ERC, if you leave out “Tax”).

Entrepreneurs are some of the hardest workers in the country. We often work long hours and put our personal needs last. Unfortunately, this can be detrimental to your financial future: A business owner must have a plan for retirement, too.

Being an entrepreneur is demanding in terms of the time and sweat you put in alone. The upside is that it can be extremely rewarding, as well. In addition to the freedom of being your own boss, you can actually better some people’s lives by training them as employees.

Business owners in Brookhaven, Georgia, should begin planning their taxes as early as possible. If you’re thinking, “Why? April is months and months away,” the short answer is, “For multiple reasons—and they all involve your money.”

When you’re putting together a tax plan for your small business, one of the most valuable tax benefits you can find is a tax credit. Tax Credits reduce your taxes dollar for dollar, and sometimes, you can qualify with little to no changes to your daily routine.

Being an entrepreneur is demanding in terms of the time and sweat you put in alone. The upside is that it can be extremely rewarding, as well.

Keeping your finances in order is one of the most important aspects of any business venture. A clear understanding of your budget, factoring in potential costs, can help you plan for the upcoming year with confidence. This, in turn, can ensure that you stay on track to reach your financial goals.

Tax season is almost here. Unfortunately, it can be a time of worry for small business owners, but it doesn’t have to: Taking the right proactive steps, starting with creating a financial plan, can help you take the dread out of April.

The Pass Through Entity Tax Election or “PTET” Election is a new tax election available to Georgia business owners. Beginning in 2022, Georgia business owners can take advantage of this election to increase the tax deductions available to them on their income taxes.